ScoutsTracker

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[[Release_Notes|<< List of all previous releases]]

====== Release 19.3 - Key Features ======
===== Event Financials and Reconciliation ====
It is always challenging for a section to know how well they've been managing their finances (which are driven largely by their events).  So, ScoutsTracker now gives an event-by-event, and year-by-year overview of event financials.

Viewing an event's wallet now not only shows the transactions in/out of the wallet, but additionally clarifies the financials via three more detail reports
  * Assessed Fees (i.e., automatically calculated based on members' signup and/or attendance).   These are "receivables", because you need to collect money for each assessed fee.
  * Accrued expenses (i.e., recording when a member pays for groceries, supplies, accommodation, facilities.   These are "payables", because you need to reimburse each expense.
  * Adjustments (i.e., the amount you had to transfer to/from the Troop's wallet to zero out the event's profit/loss, or to cover a specific member's bad debt

The detail reports then get rolled up into a "Reconciliation" report, that lets one see the *expected* numbers (i.e., the assessed fees - accrued expenses) vs the *actual* numbers (e.g., fees received, reimbursed expenses).  Ideally the expected numbers should equal the actual money handled, but if they don't, then tips are provided recommending how to make them balance.  Finally if the event's profit was eventually absorbed into the Troop's wallet, or if the Troop had to cover a member's bad debt, then those adjustments are used to affect the event's final wallet balance.

Going to "Account" | "Wallets" | "Event wallets" now shows for each event in a year the event's expected vs actual numbers and the wallet balance.

Additionally, "Account" | "Wallets" | "Event wallets" now includes an "All Events" rollup, so that one can find out the expected and actual numbers added up across all the events in a specific year.  Drilling down on "All Events" will show a reconciliation report that provides an year's overview of information such as the total expenses recorded for food, for accommodation, etc. plus the overall profit/loss.

===== Other Wallet Enhancements =====
  * SS-6425: When self-pay is disabled for an event, use default source selection of cash/cheque/e-transfer when recording payments via "Manage Selections"
  * The "All" payment button in "Manage Selections" (for past events with signup enabled) needs to consider attendance recorded without signup
  * Added next/prev buttons so you can quickly scroll through member or event wallets
  * SS-6641: Prevent recording fee payment with auto-deposit for self-signups
  * SS-6410: Add a rollup toggle to list of member wallets, that shows an entry for each (possibly shared) wallet rather than for each member
  * When adding new non-member payments, the source wallet is pre-selected when there's only one choice
  * Add a "Event Wallet" link to the event's action menu, for easy access
  * In an event wallet, add a link to the event when viewing from "Account" | "Wallets" | "Event wallets", for easy navigation

===== Wallet Bug Fixes =====
  * There was a reference to fundraising wallets on "Account" | "Event defaults"
  * SS-6344: If a sync times out on a "Sign Me Up!" action, but actually succeeds on the server after the timeout period, then the automatic sync retry can create a second payment record
  * Add an expense to a member who HASN'T SIGNED UP for a fee event.  The owing amount incorrectly shows them as owing the expense they just paid, rather than needing a reimbursement.  Also impacts "Manage Signup/Attendance" total.
  * Access by reference/value error meant that some expense-only transactions for members not signed up wouldn't be recorded
  * SS-6404: Couldn't record multiple expenses, because 2nd expense gets recorded as reimbursement
  * SS-6404: Misleading/incorrect values for event's profit/loss
  * When editing the event and deleting/updating transactions, going to "Add" transaction and covering loss / claiming profit was using the non-edited balance
===== Miscellaneous Enhancements =====
  * SS-6429: Always preserve training progress when you change your email address
  * Don't let people pick "scout trek" when creating new events
  * Deep equals comparison wasn't handing NaN values

===== Bug Fixes =====
  * RSVP: Servlet HTML body had no scrollbar
  * Editing an event, as a Scouter, and then clicking the "RSVP" button was actually taking you to the "Manage Signups" page
  * Trying to revert YES signup back to Unknown for a member who never actually signed up but was implicitly signed up because they'd paid now changes signup to an explicit NO
  * Fixed a login role issue when you were signed into the same account in two tabs, as a Scouter login in one tab and a non-Scouter login in the other tab
  * SS-6448: Attendance report showing all inactive youth
===== Patch (2024-10-24) =====
==== Miscellaneous Enhancements ====
  * PAYMENT, SS-6425: When paying/refunding fees or reimbursing expenses, pre-select the source wallet choice last used for that member
  * COLLABORATION: A section with a subgroup's shorted name becomes "(Monday) - Beavers", whereas "Monday - Beavers" is sufficient
  * COLLABORATION: Name swatches on co-subscribed/shared calendar items should be using the shortened name
  * Let emails be filtered by email address (search doesn't permit '@' or '.').  Allow apostrophes and spaces to be a valid search/filter character
  * (Kenneth Kully) don't navigate after initial sync if you've already navigated somewhere
  * (Kenneth Kully) less visually-intrusive way to show sync progress
  * Can now close Sync Progress lightbox

==== Bug Fixes ====
  * SS-6453: Active youth with valid entry date but no attendance in any events were being excluded from attendance report
  * SS-6457: The initial number beside the "Unfinalized events" link was initially including old personal events that had no attendees
  * ADMIN: left pane width is too narrow for support@scoutstracker.ca login
  * SEA_SCOUTS: Once you set a troop to sea scouts, all subsequent connections to troop accounts showed that vocabulary
  * PUSH: preview message of unconfirmed events with Scouter-only visibility, was using term "(Scouter)" rather than "(Scouters)"
  * PAYMENT: Recording a new member payment, and then re-editing that payment before saving, was resulting in the payment source not being recorded
===== Patch (2024-11-01) =====
==== Miscellaneous Enhancements ====
  * New event option (default false) that allows parents/youth to see names of other signups... until the event is over
  * Updated a number of li.selection lists to use li.selection.radio
  * Improved management of sync progress when message box is already in use
==== Bug Fixes ====
  * SS-6472: The deepEquals test for isNaN was incorrect
  * SS-6461: Tons of redundant processing was grinding sync to a halt when you had many ledger records
  * SS-6466: Implicit signups (via payment) weren't being included in the Master/Overview event rollups
  * COMMITTEE: SS-6470: Could trip up on an event audience of null
  * "Maybe" signups were generating an ASSERT
  * SS-5913: Clean up references to other organizations on main info page
  * Search now handles multiple spaces in search term and searchable text
  * COMMITTEE: Go to "Account" | "Login permissions" (note there are 6 permission columns).  Grant/revoke "Can administer the account".  Now there are three columns.
  * STICKY: unfreezing event-combo-picker (Manage Signups) removes table border
  * STICKY: window.scrollTo no longer is a solution... need to use div.animate( { scrollTop: <n> }, <duration> );
  * Go to 1st Muddy Paw TROOP (December 2020), in /embed the Group Camp event shows up with a swatch (due to multiple imports?)
  * PAYMENT: Member who paid expenses and was reimbursed (expenses-fees) doesn't have a paid checkmark in the Manage Signups page
  * Migrating a Scouter from one account to another where there is another Scouter using the same login (e.g., spouses, parent-child) was silently failing
  * SS-5582: Importing an inactive youth by ID, AS A *SCOUTER*, using the inactive youth's role ID just reactivates the youth, even though you want a Scouter.
  * Using "Account" | "Access granted by logins" to grant access wasn't updating the members' contacts, until the next roster download
  * Paused syncing was being restarted by page navigations (in moveSidebar)
  * A scouter be created with the same login as an inactive scouter, and then that inactive scouter gets reactivated, breaking one-to-one mapping
  * Some sync records needed to be continually downloaded, if applicable to non-earners
  * "Import from MyScouts" where two scouters use the same email address wasn't creating the second scouter.  we can be smarter, and create the second without a login
  * SS-6249: Moving a member up to an account where there's someone with identical login and SC Member # BUT DIFFERENT Person IDs wasn't moving the member up.  It should, but not create, so the admins can do a merge
===== Patch (2024-11-08) =====
==== Quality of Life Enhancements ====
COMMITTEE: OAS skills for commissioners accounts so events can be created with OAS Related Reqs, and then pushed.

Have a way to "convert" a Parent Helper to a Scouter.  It actually just creates a new Scouter Record and inactivates their Other Participant record.

Added an "automatically use standard styles for each section level" option.

Make toggleRelevantOutingsOnly and toggleShowBirthdays (and others) username-based preferences (rather than account or session properties), so that you'll see the same preferences regardless of which account you've connected to.

==== Miscellaneous Enhancements ====
  * Clicking on "Account" (for example) when you're already on that page will reset the scrolling
  * Provide feedback to show which schedule options and personal preferences impact just the login, all logins for this user, is an account property, etc.
  * Add a stern warning when enabling g_canSeeOtherYouth
  * PAYMENT: Pre-select input fields when clicking/tabbing to the field
  * Tweaked wording of "Allow Scouts to help manage the account"

==== Bug Fixes ====
  * Hibernate query problem when trying to generate the youth progress report for the whole country.  But still needs to be generated by support.
  * PAYMENT: SS-6486: Zero'ing ALL event balances was actually only zero'ing the balance of a single event, so you had to invoke it many times
  * Found a source of "multiple logins access leader" ASSERT
  * COMMITTEE: Committee members' other youth roles weren't being listed
  * PAYMENT: Found a source of the undefined iledger ASSERT
  * Was incorrectly deleting scouter's login if they were trying to update a different member with the same login email address (e.g., their kid)
===== Patch (2024-11-15) =====
==== Quality of Life Enhancements ====
LOGIN: "Please pick the login" can be implemented in a white-page with setNoNavigate, rather than as a modal message box that needs to be dismissed, thus saving one click.

Automatically refetch roster when changes made to affected Member/Login/Person records in other accounts.  This means that you don't need to reload the page after one of the other scouters does an "Import from MyScouts", or changes your login permissions, etc.

PAYMENT: Optionally allow partial payments from wallets (e.g., to drain "Scout Bucks" that the youth have accumulated, or apply a refund from a previous cancelled event.)

CALENDAR: Add a "You Owe:" to each event on calendar (if payment is owing).  For parent logins, it is the roll up of the amounts owing of all the members that your login can see

==== Miscellanous Enhancements ====
  * Use autocomplete attributes to suppress Chrome warnings
  * LOGIN: If you have a parent/youth that has sync'd their youths' records, and then you grant them access to another youth, the parent/youth will not see the additional youth's records until they do a Reload from Server
  * COLLABORATION: Improved "Invite Existing Account" wording
  * Better support for switching current member when on RSVP page
  * FROZEN: Allow frozen tables on narrow screens, but set the initial option to unfrozen...
  * FROZEN: Look for other usage of .table-report-body (e.g., "Section Usage") to see which other tables can be frozen
==== Bug Fixes ====
  * SS-6511: Fixed a just-introduced failure to manually add a new youth
  * FROZEN: SS-6497: Reports "stutter" when scrolling down
  * COMMITTEE: Committee edition accounts could get stuck thinking there were no badges (required Quick Fix)
===== Patch (2024-11-22) =====
==== Inventory Enhancements ====
  * SS-6541: "Inventory" | "Options" added an option to control whether demand includes only youth from this section (same as Ready-to-Award report)
  * Have a "don't update inventory" option when awarding (e.g., initializing a youth's records to the badges they currently have on their uniform, or for scouters)
  * Add tip to "Other" | "All Requirements" when some of the badges were marked as complete, reminding the Scouter to subsequently go to "Reports" | "Ready to award"
  * Have an "only show highest stage to be awarded", with an optional "auto-mark lower ready-to-be-awarded stages as awarded, without updating inventory"
==== Attachment Enhancements ====
  * EMAIL: Add "Attachments" checkbox to list of options in event-based Send Email
  * SS-5466: Allow "include attachment in AAF" to be toggled on/off (also, visibility), after attachment has been uploaded
  * SS-5466: Add new "Requires login" property (i.e., not included in emails, or in shared/embedded calendars)
==== Miscellaneous Enhancements ====
  * EMAIL, RSVP: SS-3826: Add "RSVP Buttons" checkbox to list of options in event-based Send Email
  * Harmonize event attributes across sections, to make pushing/importing more consistent
  * HELP: Add a "Get Help" button when you can't sign in
==== Bug Fixes ====
  * FROZEN: SS-6529: Printing of tables truncated when frozen
  * FROZEN: SS-6534: Recent change broke "Update multiple Youth"
  * Too many clicks on up/down arrows in inventory stock/preferred quantities could trigger StaleStateExceptions
  * Clicking on shared link to event could navigate away from the event a second or two after showing the event

===== Patch (2024-11-29) =====
==== Miscellaneous Enhancements ====
  * SCHEMA: Improved cleanupDuplicateOutingIDs, and made it a janitor task
  * MULTIACCOUNT: Go to View Signups and the background colours are ugly
  * MULTIACCOUNT: Significant optimization of synchronization times when there are a lot of Master/Overview events
  * FROZEN: Added vertical resize handle to frozen tables
  * Removed unnecessary code from the "Who's Working on What" report
  * Prevent navigation away from Give Credit page without warning about unsaved edits
  * #filters can be implemented with setRadioValue
  * #customization-dialog modes can be implemented with setRadioValue.  Added div.hint explaining impact of changing logic.
  * Unwanted border line in Manage Signups tables header

==== Bug Fixes ====
  * SS-6546: Deprecation of pre-CP event label attributes meant that some events couldn't be opened
  * MULTIACCOUNT: When doing a search that finds a Master/Overview event, the single line label was reporting that there were "No participants"
  * PAYMENT: Going to "Account" | "Wallets" | "Event wallets" wasn't sizing the table correctly
  * PAYMENT: Going to "Account" | "Wallets" | "Member wallets" had an incorrect label for the back link
  * SS-6561: Bookmarking a requirement would temporarily result in the generated tooltip seen when hovering over the bookmark icon being prefixed by "title="
  * SS-6560: Give Credit table was showing seemingly unawarded blank cell for overridden subrequirements whose parent reqs had been marked as complete
  * If "Allow pre-paid dues" was disabled, the "Update multiple Scouts" table was looking weird (didn't have the prepaid column header, but still had the column cells)
  * SS-6564: Awarding more/less tally in Give Credit would only ever grant the outing's/member's default value, and, previously given tally credit couldn't be reversed
===== Patch (2024-12-06) =====
==== Miscellaneous Enhancements ====
  * TRAINING: Add topic for inventory "Add to Cart"
  * TRAINING: Add topic for how to edit/delete custom recipient list
  * TRAINING: Add topics for generating Personal Record Sheets
  * TRAINING: Add topic for adding AAF submission/approval deadlines
  * TRAINING: Add topics for enabling partial self-pay
  * TRAINING: Add topics for understanding the reconciliation report and list of event wallet
  * Show birthday picker for Other Participants
  * SS-5984: Better section names for Committees on shared calendars
  * SS-2004: Submission of AAF's with tour permits should emphasize that it's the GC's responsibility to get National's approval
  * SS-2017: Updated text for parent-helpers when signing up
==== Bug Fixes ====
  * TRAINING: SS-6568: Reference to old "Reports" | "Shopping list" (now part of "Account" | "Inventory")
  * Couldn't toggle ON event setting that allows partial self-pay
  * SS-6559: Adding/removing email attachments was actually updating the database, but not the display
  * IMPORT: One table wasn't automatically being hidden each time you went to the "Import from MyScouts" page
  * IMPORT: SS-6380: A second "import from MyScouts" would inactivate a pending ("Needs approval") Scouter
  * TROOP: SS-5397: The Chief Scout Award wasn't being included in the Troop "Wall Chart" report
  * SS-5397: The small versions of the top-section awards and the linking badges completion status weren't being recreated in the move-up section
  * SS-5497: Merging was not respecting the selected patrol
  * Merging was creating (harmless) duplicate qualification records
===== Patch (2025-01-17) =====
==== Miscellaneous Enhancements ====
  * Fixed text alignment on #status-account-picker
  * SS-6810: the CP linking badge for the current section wasn't being set when a youth was moved up
  * Improved tracking of ledger payments if/when missing iledger happens, and then better user feedback
  * FAMILY: (Partial) Cleaned up product/edition-specific string replacement, first step towards making it cross-section
  * FAMILY: (Partial) Made edition lookups all member specific
  * SEA_SCOUTS: Toggling Sea Scouts on/off no longer requires a page reload
  * INVENTORY: Manually typing in an order quantity now shows the "Add to Cart" button
  * SS-6615: Made "Wallet Sharing" table report have frozen first row/col
  * HELLO: make sure these pages aren't indexed by Google
==== Bug Fixes ====
  * SS-6592, SS-6595, SS-6596: Mandrill escaping bug
  * PAYMENT: If you're looking at an Event Ledger Statement, and select a different current member, it changes the event name to the member name
  * PAYMENT: SS-6583: Merging members was causing some payments to be lost
  * Wrong timestamps were being set/checked in the migration of the CP linking and (small) top section awards
  * SEA_SCOUTS: Using "Use a different login" to switch between sea scouts and non sea scouts sections doesn't change vocabulary
  * SEA_SCOUTS, INVENTORY: Toggling sea scouts on->off shows "PL Epaulet" instead of "PL Woggle", i.e., uniform 0 elements, not uniform 1.  Reload solves
  * SEA_SCOUTS: "Add to Cart" links Sea Scout woggles to non Sea Scout variants
  * SS-6637: Duplicate satisfying qual listed on AAF
  * SS-6674: Got red-herring error message when trying to update member's event payments
===== Patch (2025-01-29) =====
==== Miscellaneous Enhancements =====
  * AAF: Improving branding, terminology on approval form
  * Reduce the number of calendar rebuilds on page navigation

==== Bug Fixes =====
  * SS-6690: Syntax error when dealing with records for deleted members
  * COMMITTEE: SS-6691: Typo in one of the headers on sign-in page
  * SS-6690: Multi-day events weren't being shown as such if "Show other schedules" was disabled
  * AAF: SS-6696: Cannot approve AAF's since Friday's patch
  * EMAIL: SS-6698: Warning message about including Scouter-only attachments wasn't displaying
  * SS-6703: The Sign In button wasn't doing anything when sharing event links
  * Got rid of red herring message when opening event links
  * NEWSFEED: SS-6705: Posts were initially being rendered with full-size images
  * SS-6730: Transferring scouter logins didn't create a new login if there was an existing Login record with no LoginAccess records
  * AAF: SS-6734: Blank page on trying to approve AAF
  * CONSENT: SS-6734: Blank page when trying to view Consent Forms from Committee account
  * Found source of illegal iledger ASSERTS
===== Patch (2025-02-07) =====
==== Miscellaneous Enhancements ====
  * COMMITTEE: Tweaked committee version of the default Welcome Message email body
  * Make searching more resilient to plurals by changing search terms that end in "s" to "[s?]", i.e., so you can search on "recipients" and find topics that include "recipient"
  * SS-6749: List of Recent Locations shouldn't include imported/pushed events
  * PAYMENT: SS-6675: Allow for recording of Payments/Reimbursements/Deposits/Withdrawals and providing method of "Cash", "Cheque", "e-transfer", etc.
  * Better :hover colours over rounded tables
  * EMBED, COMMITTEE: Group calendars using the /all option should only show available sections in Settings
==== Bug Fixes ====
  * SS-6748: Broke RELEVANT_OUTINGS_ONLY toggle (always showed active youth, only)
  * SS-6751: Welcome Message email had a non-substituted "PROGRAM_NAME"
  * SS-6749: When viewing other schedules, the other accounts' events were incorrectly reporting that an AAF hadn't been submitted by the deadline
  * PAYMENT: Saving edited existing payment or reimbursement generates iledger issue
  * SS-6771: Embedded images in event description were showing up as candidate attachments when sending emails
  * SS-6767: Re-entering the event's attachments page was resetting the options (losing any unsaved changes)
  * EMBED: red border formatting around lightbox (not picking up product-specific styling)
  * EMBED, COMMITTEE: http://scoutstracker.ca/embed/<section-key> was inappropriately showing a (non-functioning) list of selectable choices (as req'd by /all)
  * EMBED, COMMITTEE: Group calendars using the /all option were showing a dumb-looking label for the Group
  * EMBED: a Group-level calendar should not show "periodic element" icons for events
  * EMBED, COMMITTEE: SS-6775: Mouse-over of the little "element" swatch indicating which section the event was for was saying Venturer "Colony" (instead of Company)
  * IMPORT: SS-6773: Import of a previously-inactive scouter wasn't offering to reactivate that scouter, if none of the scouter's other details had changed 
===== Patch (2024-02-14) =====
==== Miscellaneous Enhancements ====
  * PAYMENT: SS-6687: Allow toggling of zero balance member ledgers
  * Better fundraising ledger support (member ledgers report, use "ScoutBucks" terminology)
  * If a youth has something in their fundraising account, then when they or RSVP, they have a combined-wallet option to pay
  * SS-6787: Shared wallets shouldn't show names of inactive youth, but should show inactive scouts in member's ledger statement
  * Support the "French Carnaval" seasonal challenge
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